Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223B
AUM Growth
-$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$474M
2 +$379M
3 +$377M
4
PYPL icon
PayPal
PYPL
+$330M
5
NXPI icon
NXP Semiconductors
NXPI
+$282M

Top Sells

1 +$473M
2 +$375M
3 +$362M
4
FDC
First Data Corporation
FDC
+$280M
5
AGN
Allergan plc
AGN
+$230M

Sector Composition

1 Technology 18.98%
2 Financials 13.01%
3 Healthcare 10.66%
4 Industrials 8.28%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$16.4M 0.01%
580,074
-199,447
1277
$16.4M 0.01%
1,026,368
+171,412
1278
$16.4M 0.01%
125,653
-9,589
1279
$16.4M 0.01%
1,078,746
+228,519
1280
$16.4M 0.01%
874,536
+525,450
1281
$16.4M 0.01%
1,008,968
+114,564
1282
$16.4M 0.01%
281,892
-6,967
1283
$16.3M 0.01%
434,720
+18,042
1284
$16.3M 0.01%
395,510
+32,285
1285
$16.2M 0.01%
119,496
-3,774
1286
$16.2M 0.01%
402,609
-18,600
1287
$16.2M 0.01%
858,948
+354,062
1288
$16.2M 0.01%
129,745
+7,909
1289
$16.2M 0.01%
638,026
+42,970
1290
$16.2M 0.01%
591,412
+30,603
1291
$16.2M 0.01%
1,098,589
+32,332
1292
$16.2M 0.01%
143,553
-13,124
1293
$16.2M 0.01%
1,668,208
+417,757
1294
$16.2M 0.01%
194,004
+38,351
1295
$16.2M 0.01%
432,785
-211,121
1296
$16.1M 0.01%
335,000
-28,000
1297
$16.1M 0.01%
252,814
+46,899
1298
$16.1M 0.01%
439,007
-28,316
1299
$16M 0.01%
93,853
-22
1300
$16M 0.01%
238,969
-35,995